Institutional Fund
Tencore Partners, LP
New York, NYCIK 17557845 filings on record
Portfolio Value
$128.72M
Q1 2026
Holdings
14
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-34.2%
from $195.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp22.7%
- Meta Platforms Inc16.0%
- Appfolio Inc13.5%
- Alphabet Inc7.6%
- Monday Com Ltd7.3%
- Mercadolibre Inc6.6%
- Other26.3%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 78.9K | $29.19M | 22.7% | −5.6K | Reduced |
| 2 | Meta Platforms Inc | 36.1K | $20.64M | 16.0% | −8.0K | Reduced |
| 3 | Appfolio Inc | 109.9K | $17.35M | 13.5% | +109.9K | New |
| 4 | Alphabet Inc | 34.1K | $9.82M | 7.6% | −23.7K | Reduced |
| 5 | Monday Com Ltd | 135.9K | $9.39M | 7.3% | +8.0K | Added |
| 6 | Mercadolibre Inc | 4.9K | $8.47M | 6.6% | −1.1K | Reduced |
| 7 | Salesforce Inc | 44.1K | $8.23M | 6.4% | −9.8K | Reduced |
| 8 | Perimeter Solutions Inc | 274.1K | $6.69M | 5.2% | −121.1K | Reduced |
| 9 | Doordash Inc | 42.5K | $6.38M | 5.0% | −9.3K | Reduced |
| 10 | Workday Inc | 49.0K | $6.36M | 4.9% | −17.2K | Reduced |
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